ARTICLES
Federal Reserve Rate Cutting Cycle
After an historic rate hike cycle that was the fastest on record and largest in…
Equities Rally Post-Election After Slight October Dip
Global stocks (MSCI ACWI) declined slightly in October, falling 2.24%. Within the US, large cap…
Financial Planning for Physicians
You probably already know that physicians are among the highest-paid professionals in the US. However,…
Have High-Interest Rates Accurately Predicted a Market Correction or Recession?
Many investors have recently been asking their advisors, “Is a recession coming?” This question is…
Is a Recession on the Horizon?
The following is an update to an article we authored in October 2019, just a…
Saving for the High Cost of College
Most Americans would agree that money spent on higher education is incredibly important, as assets…
Inflation and Your Investments
Inflation is a popular topic in the financial media this spring. This short article is…
Money Milestones: Starting a Family
Major life events often trigger important questions about money and can significantly impact long-term financial…
Bear Market Offers Opportunity for Roth IRA Conversions
In May 2022, after several months of volatility across all financial markets, the S&P 500…
Are You Getting Adequately Paid for Your Cash?
Let’s start by getting to the point. You should call your bank and find out…
The Starter Guide to Doctor Benefits: 401(k)s and Much More
Competitive benefits are necessary to attract top talent, and employers in the medical field understand…
How to Choose an Investment Advisor? Three Mistakes to Avoid
Over the last few years, many investors have re-examined not only their investment assumptions, but…
Three Strategies to Implement for a Retirement-Ready Future
An effective retirement plan cannot simply be established at the start of one’s career and…
Four Common Pitfalls in a Qualified Retirement Plan
OJM Group has reviewed many qualified retirement plans (QRPs) for businesses and professional practices, including…
Retiring Well for Today’s Physician
How does a physician “retire well”? That answer, unsurprisingly, has been changing over time. Historically,…
Boost Tax Deductions & Retirement Savings
A Cash Balance Plan is a Qualified Retirement Plan (QRP) that can provide physicians and…
Asset Protection for Doctors: 3 Effective Strategies
Doctors like yourself invest countless years and resources into education and training to provide exceptional…
Investment Alternatives to Reduce Portfolio Risk
Most investors have concerns about the global economy. We are almost a decade removed from…
Equities Rally Post-Election After Slight October Dip